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Most firms rank technology as their most important strategic initiative — but they struggle with how to prioritize and implement change.
May 2
Broadridge Consulting Services -
Mike Tropeano, Senior Director, Broadridge Consulting Services, provides extensive insights into emerging technologies and trends such as digitizing operations, hyperpersonalization of customer communications, ESG and enablement of artificial intelligence and machine learning. He has a background in investment performance measurement, securities processing and operational best practices.
May 2
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The bank plans to lay off roughly 5% of staff in the second quarter, excluding financial advisors and support staff in the wealth management division.
May 2
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Planner Pamela Perskie's advisory practice, which serves musicians, NBA players and real estate and private equity executives, left Mariner to start its own firm.
May 2
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Paul Massey is a co-founder and managing partner at Massey Romans Capital. Previously, he spent 24 years at Raymond James & Associates as a senior investment advisor and branch manager where he managed over a billion dollars in client assets.
May 2
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Advisors managing over around $2.5 billion of assets moved since the start of the week, joining employers such as UBS and Wells Fargo, as some doubt their prospects at the former First Republic under new owner JPMorgan Chase.
May 2
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The banking giant's asset and wealth management arm boasts more than $4.3 trillion of client assets.
May 2
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The median white family reaches retirement with $188,200 saved, compared to $36,000 for Hispanics, and just $25,000 for Blacks.
May 2
